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tracked under Minerals ▸ Battery metals

China suspended its graphite export licences until November 2026, then the US ITC ruled Chinese anode imports undercut American producers

A November 2025 suspension of graphite export approvals created a six-month freeze on Chinese anode-material shipments; US International Trade Commission March 2026 preliminary injury finding opened antidumping/CVD investigations; China produces 65% of mined graphite and 97% of spherical graphite

The Quiet Shift ·9 takes ·Jun 25

One Big Beautiful Bill phases out wind energy IRA credits by 2027 and restricts 45X minerals credits from FEOC suppliers, while adding metallurgical coal

The House-passed reconciliation bill terminates the IRA's wind production and investment credits for projects beginning after 2026, extends and modifies the 45X advanced manufacturing credit, bars FEOC-sourced material from 45X eligibility, and adds a new metallurgical coal credit; Senate outcome uncertain

Whose Money ·8 takes ·Jun 25